Ivan Pulido Email & Phone Number

Coral Gables, Fl, Us

Ascendo Resources specializes in placing Accounting, Finance and Human Resource professionals in temporary and project opportunities, as well as direct hire positions. Through our specialized divisions, Ascendo Consulting and Ascendo Search, Ascendo Resources has the solution to your critical staffing needs. At Ascendo Resources we believe in building lasting relationships. We’re experts at matching our client’s organizational goals with the ideal candidate. We strive to meet both the candidates’ objective of finding their ideal position and employer’s need to find the best possible resource for their organization. Your Ascendo business professional will be your sole point of contact whether searching for a direct hire employee or interim resource. This methodology allows the organization and Ascendo professional to build a more effective and efficient partnership.SPECIALTIES➢Ascendo Financial Services➢Ascendo Search➢Ascendo Consulting➢Ascendo Compliance➢Ascendo IT➢Ascendo HR➢Ascendo Administrative Services

Participated in 3 major projects:- BALTRAX: originated more than USD$50 million in short-term collateralized debt. Developed distribution channels for promoting investment-banking services in Mexico, Colombia, Peru and Chile. Trained and supervised a multi-country team of 12 sales executives. Focused on rendering corporate banking services to technology integrators and oil service companies. Reduced operating expenses by 30% and paperwork filing by 50% within 6 months.- MEDLIFE: increased sales by 100% within two years of medical device products in the Caribbean. Responsible for obtaining a credit facility for USD$500 thousand for export credit financing. Acted as a CFO and responsible originating USD$500 thousand in annual sales. Built distribution channels. Managed logistic operations for the entire company.- 7A Capital: co-founded and launched a successful non-banking lending platform focused in financing short-term insured account receivables. Created a policy and procedures manual. Enforced KYC and compliance rules and regulations. Acted as business developer, originating 3 transactions totaling over USD$10 million. Conducted a sales and marketing campaign responsible for establishing two major credit facilities for USD$5 million with two financial institutions and raised USD$500 thousand from UHNW investors.

St. Louis, Missouri, Us

Assisted senior management setting up from scratch into a fully-operational international office branch based in Weston, FL. Successfully transferred more than 60% in total assets of a portfolio of clients during the 2008 challenging times from Merrill Lynch into Wells Fargo platform. Supported and coordinated operations and administrative department in account opening process, documents filing, securities transfer and pricing, compliance enforcement for over 300 customers. Managed daily operations for a team of 2 senior administrative assistants.

New York, Ny, Us

Responsible for 25% of international UHNW clients’ portfolio exceeding USD$500 million in AUM, part of International Private Client Group (IPCG). Co-managed investment portfolio generating annual revenues in excess of USD$4 million. Designed and implemented a strategy of transitioning from transactional oriented into relationship based model. Converted a 80% (USD$80 million) portfolio into fee-based business within 3 years. Reduced operating expenses by 50% in 1998 by assisting upper management with office restructuring. Produced reviews, evaluated and rebalance over 300 portfolios on a quarterly basis according to their investment policy. Acquired ample knowledge in HHRR, legal and accounting duties, while collaborating with upper management in the restructuring of a 60 employees international office branch. Coordinated a successful and smooth transfer of clients’ accounts from the Caracas branch into the Miami based office. Achieved Chairman Recognition Club in 2006 and 2007. Built and managed a centralized server-based digital folder for the storage of marketing material comprised of more than 100 investment products with monthly updates. Developed and coordinated a marketing strategy for clients’ communications with more than 300 customers. Responsible for the upgrade and transition of clients communications backup and record keeping from ACT CRM into salesforce.com for more than 300 client relationships.